Charles Lemonides - ValueWorks
The Business Brew
Philosophical Approach to Investments and Portfolio Management Strategies
The chapter explores a philosophical approach to investments, highlighting the importance of considering factors beyond just numbers. The guest discusses their investment strategy, focusing on growth opportunities at value prices and building diverse portfolios. They share insights on sizing and scaling positions, different portfolio strategies for capital appreciation and aggressive growth, the significance of risk management, and reflections on learning from experiences in investing.
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